ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 63 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $2,304,000 | -44.2% | 26,757 | -46.6% | 0.46% | -41.3% |
| Q3 2014 | $4,126,000 | +0.0% | 50,131 | 0.0% | 0.78% | -0.1% |
| Q2 2014 | $4,125,000 | +5.4% | 50,131 | 0.0% | 0.78% | +8.4% |
| Q1 2014 | $3,915,000 | +1.8% | 50,131 | 0.0% | 0.72% | +5.1% |
| Q4 2013 | $3,846,000 | +8.5% | 50,131 | 0.0% | 0.69% | +9.9% |
| Q3 2013 | $3,546,000 | +4.5% | 50,131 | 0.0% | 0.63% | -12.2% |
| Q2 2013 | $3,392,000 | – | 50,131 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SPINNAKER TRUST | 1,030,982 | $90,540,000 | 6.79% |
| C-J Advisory, Inc. | 63,573 | $5,583,000 | 3.25% |
| Prostatis Group LLC | 43,201 | $3,793,912 | 2.98% |
| Colorado Capital Management, Inc. | 27,713 | $3,162,000 | 2.26% |
| Stewardship Advisors, LLC | 63,070 | $5,539,000 | 2.18% |
| Varma Mutual Pension Insurance Co | 1,479,816 | $129,957,000 | 1.88% |
| Consolidated Planning Corp | 32,746 | $2,875,000 | 1.84% |
| Permanens Capital L.P. | 99,132 | $8,706,000 | 1.79% |
| VERITY Wealth Advisors | 21,578 | $1,895,000 | 1.68% |
| LFA - Lugano Financial Advisors SA | 26,964 | $2,368,000 | 1.66% |